Business Details
14 Years
experience
Your Trusted Financial Advisers in Winchester
Established in 2012, Westgate Wealth Management is a family-run financial advisory practice based in Winchester, Hampshire. We specialise in providing tailored financial planning solutions, prioritising client needs through long-term relationships and comprehensive advice. Our approach combines deep sector expertise with a commitment to clarity, trust, and adaptability, ensuring clients receive bespoke strategies aligned to their evolving personal and professional circumstances. With a focus on investment management, retirement planning, and protection services, we serve individuals and businesses, including professionals in the legal sector.Our team, led by Kaye Crush, an Associate Partner with St. James's Place Wealth Management, adheres to rigorous regulatory standards and industry best practices. We pride ourselves on delivering transparent, client-centric guidance that empowers informed decision-making and secures financial futures. Our dedication to excellence has earned consistent client praise for responsiveness, expertise, and the ability to simplify complex financial concepts. As an Appointed Representative of St. James's Place Wealth Management, we maintain strong industry partnerships while retaining our independent, personalised service ethos.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgage Advice
Intergenerational Wealth Planning
Details
- Year established: 2012
Highlights and features
- We prioritise client needs with transparent, jargon-free financial advice.
- Our team offers decades of combined experience in wealth management.
- Tailored strategies adapt to your unique financial goals and circumstances.
- Specialist expertise in advising legal professionals at the Bar.
- Long-term client relationships built on trust and proven results.
Associations and certifications
- Financial Conduct Authority
What people say
Bespoke advice
Excellent service
Clear explanations
Responsive team
Long-term trust
Services
Investment Management
We design and manage diversified investment portfolios aligned to your risk tolerance and financial goals. Our strategies focus on long-term growth while balancing market volatility. Clients benefit from regular performance reviews and adjustments to ensure sustained progress toward objectives.
Retirement Planning
Our retirement planning service creates tailored pathways to financial independence. We assess current savings, projected needs, and tax-efficient withdrawal strategies to ensure your retirement funds last. Regular reviews adapt to life changes and regulatory updates.
Protection Planning
We identify gaps in your financial safeguards and recommend appropriate insurance solutions. This includes life cover, critical illness, and income protection tailored to your family's needs and career stage.
Corporate Services
Specialist advice for businesses covering succession planning, cashflow management, and employee benefits. We help owners navigate complex financial decisions while aligning strategies with personal and organisational goals.
Mortgage Advice
We provide impartial guidance on residential and buy-to-let mortgages. Our service includes rate comparisons, affordability assessments, and remortgaging strategies to optimise property investments.
People
Kaye Crush
Associate Partner
With over two decades in financial services, Kaye Crush leads Westgate Wealth Management's client-focused advisory team. Her expertise in wealth management and Bar sector challenges ensures tailored solutions for professionals.
Louise
Financial Adviser
Louise specialises in bespoke investment strategies, combining technical knowledge with empathetic client relationships. Her proactive communication and clarity in explaining complex concepts have earned consistent client praise.
Questions
What financial planning services do you offer?
We provide investment management, retirement planning, protection strategies, corporate finance advice, and mortgage guidance tailored to individual and business needs.
How do you work with legal professionals?
Our Bar Council partnership and sector expertise address barristers' unique challenges, including fluctuating income and time constraints, through flexible, jargon-free advice.
Are your services regulated?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management, regulated by the Financial Conduct Authority for wealth management products.
How are investment risks managed?
We conduct thorough risk assessments and create diversified portfolios aligned to your tolerance levels, with regular reviews to adapt to market changes.
What areas do you cover?
Based in Winchester, we serve clients across Hampshire, the South of England, and nationally through virtual consultations.
